iShares Ultra Short-Term Bond Active ETF - COMMON STOCK (ICSH) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
ICSH
Shares outstanding
106,180,896
Price per share
$50.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
72,570,532
Total reported value
$3,667,647,389
% of total 13F portfolios
0.03%
Share change
+5,019,334
Value change
+$253,560,262
Number of holders
471
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Ultra Short-Term Bond Active ETF - COMMON STOCK (ICSH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 3.8% $204,447,068 4,034,874 FMR LLC 31 Dec 2024

As of 31 Dec 2025, 471 institutional investors reported holding 72,570,532 shares of iShares Ultra Short-Term Bond Active ETF - COMMON STOCK (ICSH). This represents 68% of the company’s total 106,180,896 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares Ultra Short-Term Bond Active ETF - COMMON STOCK (ICSH) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BANK OF AMERICA CORP /DE/ 3.8% 4,049,546 -11% 0.01% $204,826,024
FOSTER DYKEMA CABOT & PARTNERS, LLC 3.8% 4,025,851 +85% 13% $203,627,544
UBS Group AG 3.8% 4,022,450 +6.7% 0.04% $203,455,521
FMR LLC 3.4% 3,560,522 -21% 0.01% $180,091,179
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2.7% 2,892,552 +6.5% 0.2% $146,363,129
LPL Financial LLC 2.7% 2,887,396 +16% 0.04% $146,044,500
BlackRock, Inc. 2.2% 2,345,768 +121% 0% $118,648,936
Focus Partners Wealth 2.1% 2,198,208 +5.9% 0.13% $111,529,195
DONALDSON CAPITAL MANAGEMENT, LLC 2% 2,150,661 +3% 3.5% $108,780,445
Temasek Holdings (Private) Ltd 1.9% 1,973,943 0% 0.32% $99,842,037
ROYAL BANK OF CANADA 1.6% 1,666,695 -7.3% 0.01% $84,302,000
Mariner, LLC 1.2% 1,272,504 +7.4% 0.08% $64,363,102
Winthrop Advisory Group LLC 1.1% 1,177,437 -3.2% 5% $59,554,783
RAYMOND JAMES FINANCIAL INC 1% 1,098,798 -12% 0.02% $55,577,205
Diversified Portfolios, Inc. 1% 1,078,140 -5% 4.5% $54,532,302
Foster Group, Inc. 0.99% 1,049,330 +8.3% 1.6% $53,075,115
Acorns Advisers, LLC 0.96% 1,016,000 +2.8% 0.39% $51,389,000
Iron Gate Global Advisors LLC 0.96% 1,014,919 +20% 5.3% $51,334,603
Prosperity Consulting Group, LLC 0.75% 795,433 +23% 1.8% $40,232,995
Valtinson Bruner Financial Planning LLC 0.69% 731,069 +8.9% 11% $36,977,455
Capital Advantage, Inc. 0.68% 718,302 +737% 4.9% $36,331,726
ENVESTNET ASSET MANAGEMENT INC 0.67% 711,243 +4.4% 0.01% $35,974,687
EXCHANGE TRADED CONCEPTS, LLC 0.67% 707,334 -9.6% 0.3% $35,776,954
CARY STREET PARTNERS FINANCIAL LLC 0.56% 596,354 +1.8% 0.75% $30,163,557
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.53% 565,427 +5.7% 1.5% $28,599,276

Institutional Holders of iShares Ultra Short-Term Bond Active ETF - COMMON STOCK (ICSH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 72,570,532 $3,667,647,389 +$253,560,262 $50.58 471
2025 Q3 67,424,823 $3,421,325,859 +$205,211,712 $50.75 465
2025 Q2 63,616,188 $3,225,389,757 +$53,124,672 $50.71 445
2025 Q1 62,266,307 $3,156,677,784 +$251,298,176 $50.70 437
2024 Q4 57,972,353 $2,922,708,827 -$447,831,033 $50.43 459
2024 Q3 63,936,713 $3,243,915,100 -$87,022,694 $50.74 414
2024 Q2 66,219,310 $3,345,828,235 -$221,140,323 $50.53 398
2024 Q1 70,551,998 $3,566,688,656 -$710,632,712 $50.56 410
2023 Q4 85,742,917 $4,318,170,678 -$252,453,193 $50.36 429
2023 Q3 89,860,039 $4,526,990,270 -$63,118,772 $50.38 411
2023 Q2 90,982,108 $4,576,189,566 -$171,696,604 $50.30 409
2023 Q1 94,058,588 $4,726,197,211 -$633,546,902 $50.25 418
2022 Q4 106,850,256 $5,347,371,650 +$210,844,652 $50.04 453
2022 Q3 100,487,348 $5,025,682,647 +$345,662,981 $50.01 405
2022 Q2 93,333,482 $4,670,665,689 +$656,810,054 $50.04 408
2022 Q1 79,833,408 $4,003,852,301 +$676,037,828 $50.15 365
2021 Q4 66,990,922 $3,376,015,876 +$72,230,481 $50.39 372
2021 Q3 63,929,161 $3,228,799,485 +$105,459,314 $50.50 333
2021 Q2 62,044,208 $3,134,012,421 +$353,253,603 $50.52 334
2021 Q1 54,363,696 $2,745,920,439 +$8,630,896 $50.52 329
2020 Q4 53,912,046 $2,723,154,707 +$282,266,697 $50.52 303
2020 Q3 47,407,820 $2,397,305,326 +$430,585,812 $50.57 272
2020 Q2 38,697,173 $1,956,462,389 +$577,551,509 $50.56 236
2020 Q1 27,060,766 $1,351,836,042 +$278,048,348 $49.95 186
2019 Q4 21,584,569 $1,086,467,907 +$18,115,490 $50.33 163
2019 Q3 20,261,713 $1,020,937,191 +$307,182,996 $50.39 123
2019 Q2 13,212,933 $665,707,641 +$93,549,979 $50.39 111
2019 Q1 12,112,596 $609,201,167 +$184,857,378 $50.30 97
2018 Q4 8,378,415 $419,548,577 +$199,987,306 $50.07 73
2018 Q3 4,283,385 $214,905,720 +$79,944,634 $50.17 48
2018 Q2 2,689,741 $134,897,620 +$64,140,734 $50.15 35
2018 Q1 1,389,951 $69,648,294 +$13,260,840 $50.11 23
2017 Q4 1,121,387 $56,136,852 -$1,423,494 $50.06 19
2017 Q3 1,127,877 $56,522,000 -$45,699,024 $50.12 19
2017 Q2 2,048,278 $102,616,000 -$1,016,855 $50.08 13
2017 Q1 2,068,565 $103,643,000 +$99,069,857 $50.06 11
2016 Q4 91,800 $4,586,000 -$7,987,470 $49.97 10
2016 Q3 239,645 $11,992,000 +$9,266,847 $50.04 9
2016 Q2 54,485 $2,729,000 +$409,490 $50.08 7
2016 Q1 46,350 $2,314,000 +$985,820 $49.92 5
2015 Q4 26,800 $1,329,000 -$6,978,482 $49.77 6
2015 Q3 166,460 $8,314,000 -$3,047,089 $50.00 7
2015 Q2 229,497 $11,457,000 +$7,975,195 $49.98 9
2015 Q1 69,748 $3,485,000 -$33,800 $50.00 7
2014 Q4 70,430 $3,513,992 +$3,513,992 $49.96 6